2019 Fiduciary Focus Conference Speaker and Agenda Announced!

The 2019 Fiduciary Focus Conference, sponsored by Pension Consultants, Inc., is coming soon!

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2019 Fiduciary Focus Conference Registration Now Open!

 

We are excited to announce that registration for 2019 Fiduciary Focus Conference is now OPEN!


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What Hat Are You Wearing?

In today’s organizations, many employees are asked to take on multiple roles and responsibilities. This is especially true when considering the management of a corporate retirement plan. To better understand what role each person plays in the management of a 401(k) (or any other corporate retirement plan), we have to understand what roles there are to play.

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Pension Consultants Hosts Annual Pension Focus Conference

 

Every year Pension Consultants, Inc. proudly sponsors Pension Focus Conference, hosted at the Chateau on the Lake in Branson, Missouri. Pension Focus Conference has a long-standing reputation for successfully providing fiduciary and plan sponsor audience members an outstanding educational experience that they can apply in their everyday roles. This year was no exception!

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2018 Pension Focus Conference: Topics Preview

 

There’s still time to register for the 2018 Pension Focus Conference, sponsored by Pension Consultants, Inc.! This conference is designed specifically to educate retirement plan sponsors and fiduciaries working with corporate sponsored retirement plans, helping them deliver a top-performing plan.

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DOL Announces 18 Month Delay on Implementation of Fiduciary Rule

FiduciaryDutyA previous blog released by Pension Consultants, “DOL Fiduciary Rule is Here – Are You Prepared?” communicated that the Department of Labor’s (DOL) Conflicts of Interest Rule (also known as the Fiduciary Rule) would be implemented on June 9th of this year. However, On November 27th, 2017, the DOL announced the Final Fiduciary Ruling will be delayed until July 1st, 2019. Continue reading

2017 Year-End Retirement Plan Deadlines Sponsors Should Be Aware Of

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As we close out 2017 and enter into 2018, plan sponsors have retirement plan administration deadlines that need to be completed to avoid consequences for the plan. In past years, sponsors have had a significant amount of deadlines to meet before the end of the year. Fortunately, this year there have not been as many legislative changes that require plan amendments.

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You’re a Plan Fiduciary – Now What?

As a plan fiduciary, you are charged with overseeing plan management with the goal of providing a good plan for your employees.

Plan management includes selecting and monitoring plan investments, selecting and monitoring plan service providers, assisting employees in preparing for a successful retirement, and the administration of the plan.Each area of plan management will require fiduciaries to use discretion that may impact the participants in the plan and their beneficiaries.

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IRS Releases Retirement Plan Limitations for 2018 Plan Year

2017 Cost-of-Living Adjustments (COLA) LimitsOn October 19, 2017, the Internal Revenue Service announced the 2018 Cost-of-Living Adjustments (COLA)1 to the retirement plan limits.

Below is a chart outlining the COLA limits that become effective January 1, 2018, along with the two prior tax years’ limits:

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The Tools Your Retirement Plan May Be Missing: Auto-Enrollment & Auto-Escalation

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What are your goals for your retirement plan? Are you a plan sponsor reviewing your plan and wondering to yourself, “Why is my plan not performing competitively against others,” or even more so, “How do I increase employee participation in my retirement plan?”

The answer could be, as we will outline in this post, something as simple as adding auto features to your plan design.

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